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Financial Planning Administrator

Mattioli Woods

Kirkleatham, Redcar £30,189 a year permanent Posted 20 August 2026 Apply by 22 September 2026

Home Office register entry: Mattioli Woods Limited, Leicester

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This role is listed by an employer that holds a live Home Office sponsor licence on the Skilled Worker route.

Public reference figures for the Skilled Worker route: the standard salary threshold is £41,700 a year and the new-entrant threshold is £33,400 a year. Individual eligibility depends on personal circumstances. These figures are public reference information, not advice or a verdict on this job.

About this role

Were currently looking for an exceptional Financial Planning Administrator to join our team . This is a great opportunity to work closely with advisers, develop your expertise , and make a visible impact on the clients we serve ! What youll be doing being the first point of contact for clients - handling queries with professionalism, warmth, and a genuine desire to help providing support to financial advisers, preparing review meeting packs maintaining accurate client records in XPLAN, includin…

Summary extract. The full advert is on the employer's original listing below.

Last verified against our ingestion on 23 August 2026; sponsor register dataset 2026-08-25.